EWM
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Evermay Wealth Management’s Illumina ILMN Stock Holding History

Evermay Wealth Management’s Portfolio ILMN Stock Details ILMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.81K Hold
39
– – ﹤0.01% 513
2025
Q4 		$5.12K Hold
39
– – ﹤0.01% 487
2025
Q3 		$3.7K Sell
39
-59
-60% -$5.85K ﹤0.01% 480
2025
Q2 		$9.35K Hold
98
– – ﹤0.01% 451
2025
Q1 		$7.78K Sell
98
-21
-18% -$2.27K ﹤0.01% 464
2024
Q4 		$15.9K Hold
119
– – ﹤0.01% 394
2024
Q3 		$15.5K Sell
119
-826
-87% -$102K ﹤0.01% 413
2024
Q2 		$98.6K Sell
945
-156
-14% -$17.5K 0.02% 271
2024
Q1 		$147K Sell
1,101
-3
-0.3% -$402 0.02% 222
2023
Q4 		$150K Buy
1,104
+894
+426% +$103K 0.03% 202
2023
Q3 		$28K Hold
210
– – 0.01% 354
2023
Q2 		$38.2K Sell
210
-16
-7% -$3.24K 0.01% 333
2023
Q1 		$51.2K Hold
226
– – 0.01% 299
2022
Q4 		$44.5K Sell
226
-29
-11% -$6.01K 0.01% 305
2022
Q3 		$47K Sell
255
-100
-28% -$19.8K 0.01% 287
2022
Q2 		$64K Sell
355
-6
-2% -$1.53K 0.01% 257
2022
Q1 		$123K Buy
361
+21
+6% +$7.09K 0.02% 235
2021
Q4 		$126K Buy
340
+237
+230% +$89.8K 0.02% 206
2021
Q3 		$41K Buy
103
+46
+81% +$21.2K 0.01% 287
2021
Q2 		$26K Buy
+57
New +$23K ﹤0.01% 338

Other funds holding ILMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evermay Wealth Management's ILMN Position: Q1 2026 in Review

Evermay Wealth Management held its Illumina (ILMN) position steady in Q1 2026 at 39 shares worth $4.81K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Evermay Wealth Management first reported a position in ILMN in Q2 2021 and has held it in 20 quarters since. The position peaked at $150K in Q4 2023. 844 funds tracked by Wall St. Rank hold ILMN as of Q1 2026.

  • Evermay Wealth Management held 39 shares of Illumina worth $4.81K as of Q1 2026.
  • Evermay Wealth Management left its Illumina share count unchanged in Q1 2026.
  • Illumina made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #513 holding.
  • Evermay Wealth Management first reported a position in Illumina in Q2 2021 and has held it in 20 quarters since.
  • Evermay Wealth Management's Illumina position peaked at $150K in Q4 2023.
  • 844 funds tracked by Wall St. Rank held Illumina as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.